Speaker(s)

Bob has more than 30 years of experience as a practicing
CPA, and has worked exclusively with privately held businesses and owners to
provide compliance services and sophisticated tax planning strategies including
like-kind exchanges, tax efficient workouts and restructurings, reorganizations
and estate planning services. He has assisted the firm's clients in the
development of tax-favored and other retirement plans, and has worked with the
firm's partners in developing tax efficient succession transitions, including
acquisitions and sales of businesses. He also has extensive experience in
dealing with tax authorities at both the federal and state levels.

Specialty
Areas

Bob is one of
the foremost experts in the taxation of small businesses and their owners,
specializing in many areas of domestic taxation, including real estate, multi
state, business and individual taxation.

Education,
Professional Development and Memberships

Bob graduated
from Central Connecticut State University with a B.S. degree in Accounting in
1985. He completed the Master of Science in Taxation program at the University
of Hartford.

He is a
frequent lecturer on various tax topics, including issues related to the
taxation of real estate professionals and tax aspects related to corporate and
individual debtors for the American Institute of CPA's. He speaks annually at
the Connecticut Society of CPA's State Tax Forum, providing legislative and
regulatory updates in many areas of state taxation. He has presented at seminars
to small business for the Berlin and Farmington Continuing Adult Education
programs, and has answered tax questions for local radio
stations.

Bob is a past
chair of the Connecticut Society of CPA's State Tax Committee, and received the
organization's distinguished author award for a tax related article in 1995. As
former chair, he testified on behalf of the society regarding tax bills proposed
in legislative sessions. He has contributed to articles presented in Taxation
for Accountants, The Journal of Accountancy, and local newspapers.

He is a member
of the American Institute of Certified Public Accountants and related tax
sections, and the Connecticut Society of Certified Public Accountants and
related State Tax Committee.